Contacts, filters and saved lists

Contacts lists everyone: people who emailed you, website leads, imports and anyone you add with + Add contact.

Filtering

1. Press Add filter and choose what to filter on - tags, source, when they were added, a field of your own and more.
2. Choose how to match (for example is, has, before) and a value, then Apply.
3. Add more filters to narrow it further, then press Show to see the list.

Saving a list

Once a filter shows the people you want - say, hot buyers in Miami - press + Add smart list, name it and press Save list. It appears as a tab above your contacts, keeps its sort order, and keeps itself up to date as people change. Press the × on a list you made to forget it. Three lists come built in: All, people with a follow-up due, and people added in the last 30 days.

Columns and sorting

Use Manage fields to choose which columns show, and Sort (or click a column's heading) to change the order.

Downloading a list

Press ↓ Export to download everyone your filters match as a spreadsheet, with the columns you have chosen. It takes up to 5,000 people at a time.

Teams and companies

Working with a team where several agents or assistants write to you? Make one contact the team:

1. Open the team's contact and open Team members.
2. Type a member's name and email and press Add to team. Add as many as you like.

Each member stays a contact of their own in Contacts, labeled with their team, and anyone new is added to your contacts. Their emails show on their own page and on the team's page, marked with who sent it. Remove takes someone off the team; they stay in your contacts.

Acting on many at once

1. Tick the people you want (or Everyone in this view).
2. Choose what to do: Add tag, Remove tag, Start automation, Set follow-up date or Delete contacts.
3. Type the tag, automation or date if it asks, and press Apply.

For more than 50 people, the action runs in the background, a batch every minute - a progress bar shows at the top of Contacts, and you can close the page while it works. Any tag you type is fine, new or existing.

Deleting asks you to confirm first and cannot be undone. Their email conversations stay in your inbox.

A contact's page

Click anyone to see everything about them. See A contact's page.